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Onboarding dashboard
Track firm activation in one place: compliance, AI agents, campaigns, the client mobile app, and integrations. The Onboarding Dashboard turns those areas into a checklist with status, shortcuts, and tips—so your team knows what to do next.
Where to find it
- While firm onboarding is in progress, company admins see Get Started in the main app sidebar. Open it to view the Onboarding Dashboard (the in-app address is
/get-started). - Go to Settings → Company anytime for profile, team, scopes, and other company configuration.
When every actionable onboarding step is complete, Get Started is hidden from the sidebar so your main navigation stays focused on day-to-day work.
What you’ll see
| Area | What it helps with |
|---|---|
| Progress | Overall completion and how many steps are done |
| Setup checklist | Steps such as A2P registration, building an AI agent, launching a campaign, mobile app adoption, CRM/API, and webhooks—with status and links into the right screens |
| Action items | Suggested next steps you can act on or dismiss |
| Quick actions | Shortcuts into common tools (for example new campaign, agent builder, mobile app invites, API & webhooks, A2P status) |
| Stats | At-a-glance metrics to reinforce adoption |
Availability of some steps depends on your plan and whether features like Campaigns are enabled for your company.
Related
- Company Settings overview — profile, compliance, team, and more